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Nuclear Update Premium December 20, 2025
This week’s labor data shows a steady cooling. Unemployment is drifting higher, underemployment is rising, and hiring is stuck in that low fire, low hire zone. Markets still care more about rates than fundamentals, so this is supportive for what the Fed can do in 2026. In uranium, SPUT is still buying, reactor life extensions keep locking in fuel burn for decades, and supply continues to disappoint (in very normal ways for this sector). India dropped a real policy change that brings private capital into nuclear, and the U.S. doubled down on treating nuclear as strategic infrastructure.
⚛️The Math Behind the Fuel Cycle
Today we’re doing some arithmetic. Hang in there. This is the kind of napkin math that explains why nuclear fuel keeps sneaking back into energy security briefings, why geopolitics is all over the news right now, and why supply headlines matter more than most people think, and not just for investors. It matters for anyone who cares about nuclear at scale.
⚛️ Inside a Uranium Discovery
Welcome to Nuclear Update. If you spend enough time around nuclear engineers, one question eventually comes up: “Where does all the uranium actually come from?” Not the part where it gets enriched or fabricated or delivered to a reactor, but the part before all of that. The part where someone has to find it. Today I am taking you behind the curtain of how uranium is actually discovered.
Nuclear Update Premium December 13, 2025
In macro, the Fed closed the tightening chapter and markets began positioning for what comes next. Liquidity pressure eased, sentiment reset, and the focus moved away from rate hikes toward slowing growth, a backdrop that keeps policy supportive rather than restrictive. In uranium, draft U.S. defense policy put real money behind nuclear deployment, with $384 million allocated to advanced reactors, $2.1 billion for naval nuclear programs, and the DOE positioned to absorb first-of-a-kind risk for the first 10 new reactors. At the same time, China formally joined the COP28 pledge to triple global nuclear capacity by 2050, reinforcing demand that is planned, funded, and already underway.
⚛️From Feeding the World to Powering It
If you work in or around nuclear, your mental material list probably goes uranium, zirconium, hafnium, maybe a little bit of boron if you’re feeling fancy. Phosphate sounds like it belongs in a farmer’s catalog, not in a conversation about reactors, AI data centers, and grid stability. Yet here we are.
Nuclear Update Premium December 6, 2025
Macro signals strengthened this week as liquidity improved, sentiment reset fast, and markets began pricing a more accommodative Fed. At the same time, uranium fundamentals took a major step forward: Kazakhstan moved to tighten control of global supply, and the United States expanded its push into strategic minerals. Spot may have sat at $76, but the geopolitics did not.
Nuclear Update Premium November 29, 2025
This week almost every signal we track pointed upward. Flows flipped positive, oversold indicators lit up, and policy momentum kept building the foundation for the next leg up.In uranium, the real action finally shifted to where it matters: the term market. Utilities are contracting again (up 30 million pounds in a month), India is moving to lock in USD 2.8 billion in long-term supply, and the Genesis Mission just tied nuclear directly into America’s AI strategy.
